James Klein - UBS Financial Services Inc. is a San Francisco-based financial firm led by James Jim Klein, a Senior Vice President with extensive experience in the industry. With a career spanning over five decades, Klein has specialized in futures investments since 1980 and has managed various types of futures accounts and funds. As a licensed Commodity Trading Advisor, he offers insight-based advice to clients, helping them pursue their life goals and confidently navigate the financial markets.
Backed by the strength of UBS, a global leader in wealth management with $3.9 trillion in invested assets globally, James Klein - UBS Financial Services Inc. provides investment advisory and brokerage services. The firm emphasizes a holistic approach, taking into account clients' priorities and concerns to develop personalized strategies. With a focus on liquidity management and a commitment to guiding clients through financial challenges and market opportunities, James Klein and his team offer expertise and support to help clients build a plan, stay disciplined, and adapt in a rapidly changing world.
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